Brian Sonoda, Investment Advisor,Burlington, ON

Phone

Office

Office Location

5515 North Service Road 4th Floor Burlington, ON L7L 6G4. map

Experienced, Professional, Trusted Advice

Brian W. Sonoda began his investment advisory career in 1981 with Midland Doherty Inc., subsequently moving to TD Wealth in 2007. When sons Adam and Jason joined the practice in 2014 and 2016 respectively, Sonoda Family Wealth Advisors was born. Today our family group focuses on helping High Net Worth individuals, families, professionals and business owners navigate the unique challenges facing retirement and everyday life needs.

Born and raised in Hamilton, Brian graduated from McMaster University business school in 1978 with a Bachelor of Commerce (Magna Cum Laude) degree. Among his many professional designations, Brian is a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®). He also has professional accreditation on Aging as well as certification in Retirement and Estate Planning Strategies.

Managing considerable wealth can be complex and time-consuming. Using a distinctive approach to wealth management, Brian and his team focus on establishing a deep understanding of their clients' priorities, and then build a customized strategy rooted in their long-term goals. As clients' needs change and evolve over time, so do the services and solutions that are offered. Whether building a career or business, or shifting into retirement, our family team's insightful counsel, disciplined planning and dedicated risk management can help make our clients more confident in their decisions, and more focused on building their life dreams and future.

Brian and his family have resided in Burlington since 2000, after having moved from his hometown, Hamilton. In their personal time, Brian and his wife, Sharon, enjoy family time, working out, reading and traveling together. He was actively involved in the local community and continues to supports a number of charities.

Please call Brian today at (905) 331-3356 for a confidential complimentary review, and discover what sets our family team apart from other advisors.

Sonoda Family Wealth Advisors is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

(877) 331-7511

Fax

(905) 331-7523

Branch Phone

(905) 331-7511

Branch Fax

(905) 331-7523

Certificates

CFP®

CIM®

FCSI®

Who we are

With decades of combined experience and a deep knowledge of the challenges that face our clients, we are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your financial objectives and then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.

Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.

Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.

Let's Connect

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Who we are

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.